Skip to content
Call Us Today! 623-561-2323
  • About FSG
  • Testimonials
  • Articles
  • Videos
  • Presentations
  • Disclaimers
  • Contact Us
Your Security. Your peace of mind. Logo Your Security. Your peace of mind. Logo Your Security. Your peace of mind. Logo
  • Home
  • Annuities
      • What is an Annuity?
      • Fixed Annuities
      • Fixed Indexed Annuities
      • CD Annuities
      • Income Rider
      • Income Calculator
  • Insurance
      • Term Life Insurance
      • Indexed
      • Universal Life Insurance
      • Long-Term Care
      • Life Insurance with Long Term Care Rider
  • Estate Planning
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
      • Advanced Health Care Directives
      • Mental Health Care Power of Attorney
      • Estate Settlement
  • Tax Planning
  • Tools
    • Useful Links
    • Tax Resources
    • Glossary
    • Calculators
    • Client Intake Form
  • The Retiretastic Show
  • Privacy Policy
  • Disclaimer
  • Home
  • Annuities
      • What is an Annuity?
      • Fixed Annuities
      • Fixed Indexed Annuities
      • CD Annuities
      • Income Rider
      • Income Calculator
  • Insurance
      • Term Life Insurance
      • Indexed
      • Universal Life Insurance
      • Long-Term Care
      • Life Insurance with Long Term Care Rider
  • Estate Planning
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
      • Advanced Health Care Directives
      • Mental Health Care Power of Attorney
      • Estate Settlement
  • Tax Planning
  • Tools
    • Useful Links
    • Tax Resources
    • Glossary
    • Calculators
    • Client Intake Form
  • The Retiretastic Show

Revocable Living Trust Application

Step 1 of 17

5%
  • Section A:
    Client Personal Information

  • Client 1






  • Client 2

Save and Continue Later
  • Section B:
    Children

    Please identify all children, living or deceased, using the following “Parent Codes”:
    B = Natural Child of Both Spouses | 1 = Natural Child of Client 1 | 2 = Natural Child of Client 2
    A1 = Adopted by Client 1 | A2 = Adopted by Client 2 | DC = Deceased with Children | DN = Deceased with No Children
  • Child 1

  • Check All That Apply





  • Child 2

  • Check All That Apply





  • Child 3

  • Check All That Apply





  • Child 4

  • Check All That Apply





  • Child 5

  • Check All That Apply





  • Child 6

  • Check All That Apply





  • Child 7

  • Check All That Apply





  • Child 8

  • Check All That Apply





  • Child 9

  • Check All That Apply
  • Are any of your children or named beneficiaries handicapped or do they receive SSI benefits?
Save and Continue Later
  • Section C:
    Additional Beneficiaries

    Please list full names.
Save and Continue Later
  • Section D:
    Contingent Beneficiaries

  • In the event a named beneficiary pre-deceases the distribution of his/her share of my/our estate, I/we want that individual’s share distributed as follows:
Save and Continue Later
  • Section E:
    Gifts Prior to Distribution

    After you die, but before the distribution of your estate, please list any special gifts you wish to make to individuals, churches or charities. Please use this section for gifts of (a) real estate, (b) cash, or (c) items valued at greater than $12,000.
Save and Continue Later
  • Section F:
    Original Trustee(s)

    Typically, you and your spouse serve as the Original Trustees. If so, check both the ‘Client to serve’ and ‘Spouse to serve’ boxes.
  • Otherwise, select the ‘Individual(s) named below to serve’ box and provide the individual’s name(s) in the space provided.
Save and Continue Later
  • Section G:
    Successor Trustee(s)

    These are the people who will manage your assets/property if you are incapacitated, or after you die. Select an individual, or individuals, in whom you have great trust.















Save and Continue Later
  • Section H:
    Executors for Pour-Over Will

    A Pour-Over Will is part of your Trust Portfolio. Typically, the same individual(s) named as Successor Trustee(s) are chosen, with the exception of naming your spouse as 1st Executor, if you are married.
    • Executors for Client 1

    • Executors for Client 2

Save and Continue Later
  • Section I:
    Durable Power of Attorney for Asset Management

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in managing your assets that have not been put into your trust. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
Save and Continue Later
  • Section J:
    Durable Power of Attorney for Health Care

    In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in making health care decisions for you. Your spouse would ordinarily be named as Primary Agent.
    • Power of Attorney for Client 1:
    • Power of Attorney for Client 2:
Save and Continue Later
  • Section K:
    Guardian for Minor or Handicapped Children

    If you are the parent or legal guardian of a minor child or other individual, list your choice for Guardian should both you and your spouse die or become incapacitated.
Save and Continue Later
  • Section L:
    Separate Property Information

    Is there any Separate Property that you wish to remain Separate Property when funded into your Trust and NOT become Community or Marital Property? (Attach written details)
  • If Yes, Who is to retain certain Separate Property? (Specifics will be discussed with you by the Attorney)
Save and Continue Later
  • Section M:
    Value of Your Estate

    In order to help determine the type of trust necessary to provide you the most advantageous tax savings provisions, please indicate the approximate value of your estate (include real estate, savings, investments, personal property and collectibles).
Save and Continue Later
  • Section N:
    Real Estate and Other Deed Transfers

    I/We understand the importance of transferring our assets, including real estate, into my/our Living Trust. I/We accept full responsibility for transferring financial assets to my/our Living Trust. I/We further agree to provide a list of real estate and copies of Trust Deeds and corresponding tax bills for transference into my/our Living Trust. I/We accept any and all tax and/or civil liability that may be incurred as a result of omitting these assets/properties from the protection of this Living Trust.
    • Enter Street Address Unit # City State and Zip Code.
    • Enter Street Address Unit # City State and Zip Code.
Save and Continue Later
  • Section O:
    Special Instructions

Save and Continue Later
  • Section P:
    Previous Trust or Will Instructions

  • Are there any special provisions or information in your old document that needs to be included in your new document? (Attach Copy)
Save and Continue Later
  • ACKNOWLEDGMENT: I/We have read the information on this application and confirm that it is true and correct.
  • This field is for validation purposes and should be left unchanged.
Save and Continue Later

Sun City Office

10001 West Bell Road
Suite 148
Sun City, AZ 85351

Phone: 623-561-2323

Las Vegas Office

9550 South Eastern Ave.
Suite 253
Las Vegas, NV 89123

Phone: 702-835-6190

Corporate Mailing Address

20280 North 59th Avenue
Suite 115-321
Glendale, AZ 85308

  • Privacy Policy
  • Disclaimer
Copyright 1999 - Financial Security Group Arizona | All Rights Reserved
Page load link
Go to Top